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Dec 31, 2025
Aon Q4 2025 Earnings Report
Aon delivered strong fourth-quarter results with revenue growth, margin expansion, and significantly higher earnings.
Key Takeaways
Aon reported solid Q4 2025 performance with revenue growth driven by organic expansion, strong operating margin improvement, and a sharp increase in net income supported by gains from divestitures.
Total revenue increased 4% driven by 5% organic growth
Operating margin expanded to 28.1% with strong cost discipline
Net income attributable to shareholders rose sharply to $1.7 billion
Free cash flow grew double digits reflecting strong operating performance
Revenue by Segment
Forward Guidance
For 2026, Aon expects continued organic growth, margin expansion, and strong cash flow generation.
Positive Outlook
- Mid-single-digit or greater organic revenue growth expected
- Adjusted operating margin expansion of 70–80 basis points
- Strong adjusted EPS growth outlook
- Double-digit free cash flow growth anticipated
- Strong balance sheet supports capital allocation strategy
Challenges Ahead
- Macroeconomic uncertainty may affect client spending
- Foreign currency volatility could impact results
- Integration and restructuring costs may persist
- Competitive pricing pressures in certain markets
- Regulatory and geopolitical risks remain
Historical Earnings Impact
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Avg. Return Before/After Earnings
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